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What smart money is saying about Palo Alto NetworksUnited States flag

PANW · Technology · Software - Infrastructure · Market cap $274.64B

7 funds in our archive have pitched Palo Alto Networks — most recently Tran Capital Management Midcap Equity Strategy in June 2026.

Company profile

Palo Alto Networks, Inc. is a global leader in providing advanced cybersecurity solutions. The company's core product line includes both hardware and software-based firewalls. It also offers Panorama, a sophisticated security management platform designed for centralized control of these firewall deployments, whether they are physical appliances, virtual instances, or situated in public or private cloud environments. Additionally, the firm provides virtual system upgrades to enhance the capacity of its physical firewall units. Complementing its core products, Palo Alto Networks delivers an extensive range of subscription services. These encompass robust threat prevention, protection against malware and advanced persistent threats, URL filtering, and security for both laptop and mobile devices. Further specialized subscriptions include DNS security, Internet of Things (IoT) security, SaaS security (via API and inline methods), threat intelligence, and data loss prevention. Beyond its product and subscription offerings, the company extends various expert services, such as cloud security, secure access solutions, security analytics and automation tools, and specialized cybersecurity consulting, often integrated with threat intelligence. Its professional services cover critical areas like architectural design and planning, system implementation, configuration, and seamless firewall migration. Educational resources, including certifications and both online and in-classroom training, are also available, alongside comprehensive support services. Palo Alto Networks distributes its security solutions both directly and through an extensive network of channel partners. Its diverse clientele primarily comprises medium to large-scale enterprises, service providers, and governmental organizations across a wide array of industries. These sectors include education, energy, financial services, healthcare, internet and media, manufacturing, the broader public sector, and telecommunications. Established in 2005, Palo Alto Networks maintains its corporate headquarters in Santa Clara, California.

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Summarize with Warren AI
15
Reported positions
4
Bought
1
Sold
22
Letters

Position history

Between Q2 2025 and Q2 2026, 15 fund letters reported a position in Palo Alto Networks — 4 opened or added to the position, 1 trimmed or exited.

Fund letters reporting a position in Palo Alto Networks, by quarter
QuarterLettersBoughtSoldTheses
Q2 202613214
Q1 20262201
Q3 20250001
Q2 20250001

Fund activity · 15 positions · 5 moves

Also mentioned · 5

These funds discuss Palo Alto Networks — as a competitor, benchmark or comparable — without disclosing a position in it.

  • MentionedClearBridge Investments Appreciation Strategy
    June 2026
    “Portfolio Highlights The ClearBridge Appreciation Strategy underperformed the benchmark S&P 500 Index in the second quarter of 2026. On an absolute basis, the Strategy had positive contributions from eight of 11 sectors. The IT sector was the main positive contributor, while energy was the main detractor. In relative terms, stock selection and sector allocation detracted. Stock selection in IT, industrials, communication services, financials and consumer discretionary, overweights to materials and energy and an IT underweight detracted the most. Conversely, stock selection in materials and a consumer discretionary underweight were beneficial. On an individual stock basis, the biggest relative contributors during the quarter were ASML, Palo Alto Networks, ASM International, an underweight to Microsoft and not owning Palantir.”
    Read the letter
    Palo Alto Networks
  • MentionedClearBridge Investments Large Cap Growth Strategy
    June 2026
    “In particular, stock selection in the communication services, health care and industrials sectors, overweights to the communication services and materials sectors and an underweight to the IT sector weighed on results. On the positive side, stock selection in the IT, consumer discretionary and consumer staples sectors, along with an underweight to consumer staples, contributed to performance. On an individual stock basis, the largest relative detractors included Netflix and Intuitive Surgical as well as not holding Advanced Micro Devices, Lam Research and KLA. The largest relative contributors were Palo Alto Networks, ASML, Taiwan Semiconductor Manufacturing, Datadog and an underweight to Microsoft.”
    Read the letter
    Palo Alto Networks
  • MentionedGuinness Global Innovators Fund
    June 2026

    Named in a table in Guinness Global Innovators Fund’s letter.

    Read the letter
    Palo Alto Networks
  • MentionedBrown Advisory Mid-Cap Growth Strategy
    June 2026
    “We exited Zscaler when its core business decelerated faster than we expected. We have growing concern around an intensifying competitive environment as Cloudflare (a current holding) maintains momentum and the larger Palo Alto competes with scale and a broad product portfolio.”
    Read the letter
    Palo Alto Networks
  • MentionedEmerald Wealth Partners AG
    May 2026
    “As a result, meeting requests from clients have risen sharply since, feedback that we had heard before from Fortinet and Palo Alto.”
    Read the letter
    Palo Alto Networks

Fund coverage · 7 theses

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